50 Ways to Invest in the AI Revolution - Part 2
The Canadian Investor · Braden Dennis & Simon Belanger
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Show Notes
Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants—semiconductors, hyperscalers, pure-play AI software, enterprise apps, and data center REITs—this episode looks at some of the less obvious but equally important beneficiaries of AI.
From utilities and grid infrastructure to commodities like uranium, copper, and natural gas, they explore the backbone powering AI’s massive energy demand. They also dig into healthcare, cybersecurity, IT consulting, and industrial automation—sectors where AI is already improving efficiency, margins, and innovation in ways most investors overlook.
Once again, they highlight dozens of companies and ETFs across these subsectors, balancing both the opportunities and the risks. If you’re wondering how to get diversified AI exposure beyond the usual suspects like NVDA and MSFT, this episode is packed with fresh angles and ticker ideas.
Tickers discussed:
- Utilities & infrastructure: NEE, CNP, D, CPX.TO, BEPC, BIP.UN.TO, PWR, MTZ, SU, ENB
- Commodities & energy: TECK.B.TO, TOU.TO, URA, U.UN.TO, UNG, ZEO.TO, BCIM
- Healthcare: GEHC, SMMNY, PFE, ISRG, WELL.TO, ZHQ.TO
- Cybersecurity: CRWD, PANW, HAK, CYBR.TO
Consulting & IT services: ACN, IBM, INFY - Industrial automation: ROK, ABB, PNG.V
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